Dell Jumps 15% Leading AI Server Rally; HPE up 9%, Super Micro up 5% ahead of earnings catalyst

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• Dell Technologies (DELL) stock rose 15% to $290.55 on beat and upside expectations ahead of May 28 earnings, and Bank of America is projecting strong first-quarter results and a raise to FY27 guidance.

• Hewlett Packard Enterprise (HPE) shares rose 9% on similar tailwinds in AI capital spending, and Q1FY26 network revenue rose 152% year-over-year to $2.71 billion.

• Super Micro Computer (SMCI) shares gained just 5% as it continues to rebuild confidence after governance issues and the migration of customer engagement to Dell.

• The analyst who called NVIDIA in 2010 just named his top 10 stocks and Dell Technologies wasn’t one of them. Get them here for FREE.

Actions of Dell Technologies (New York Stock Exchange: DELL) rose 15% in morning trading on Friday, leading a broad rally in AI server names. Hewlett Packard Company (New York Stock Exchange: HPE) is up 9%, while super microcomputer (NASDAQ:SMCI) is behind the pack with a 5% gain.

Dell shares opened as of Thursday’s close near $252.80 and rose to $290.55 intraday. 15%…